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Cardinal Point Wealth Management Partners’s UnitedHealth UNH Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$216K Sell
457
-59
-11% -$28.5K 0.07% 77
2022
Q4 		$274K Buy
+516
New +$273K 0.09% 57

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cardinal Point Wealth Management Partners's UNH Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its UnitedHealth (UNH) stake by 11% in Q1 2023, selling an estimated $28.5K and leaving 457 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #77.

Cardinal Point Wealth Management Partners first reported a position in UNH in Q4 2022 and has held it in 2 quarters since. The position peaked at $274K in Q4 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 457 shares of UnitedHealth worth $216K as of Q1 2023.
  • Cardinal Point Wealth Management Partners sold 59 UnitedHealth shares in Q1 2023, an estimated $28.5K.
  • UnitedHealth made up 0.07% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #77 holding.
  • Cardinal Point Wealth Management Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 2 quarters since.
  • Cardinal Point Wealth Management Partners's UnitedHealth position peaked at $274K in Q4 2022.
  • 3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.